Genesia Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$299,078,538
Total clients
2
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$149,539,269
About
Genesia Investments provides investment sub‑advisory and portfolio consulting services exclusively to other registered investment advisors, offering both discretionary and non‑discretionary model management, implementation & trading support, and account-level consulting. It does not provide services directly to individual investors and, as of December 31, 2025, reported roughly $299 million in assets under management and $81 million under advisement.
The firm combines a proprietary quantitative program (V‑Signal® Portfolios) with Strategic Portfolios that apply Modern Portfolio Theory and an Efficient Frontier approach, implemented primarily through low‑cost ETFs within an open‑architecture framework. Advisors can engage Genesia for full discretionary model implementation or for non‑discretionary consulting and periodic model updates; Genesia also distributes subscription research, model portfolio updates, and a monthly V‑Signal® newsletter, including client‑ready branded premium publications.
What distinguishes Genesia from many peers is the explicit mix of a subscription/periodical research business alongside institutional sub‑advisory services rather than retail or individual account management. The firm’s relatively large asset base for a very small advisory team and its disclosures about the timing conflict between discretionary trading and distribution of its V‑Signal® publications are additional notable features compared with most supported firms.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Services limited to subadvisory or consulting services to other registered investment advisers
Services limited to subadvisory or consulting services to other registered investment advisers
Expertise
Factor investing / smart beta
Tax-loss harvesting
Active portfolio management
Wealth management
Fee options
$0 - $250,000: Effective rate higher than 0.40% due to $1,000 minimum for V-Signal® Portfolios $0+: 0.40% annually for V-Signal® Portfolios $0+: 0.20% (20 bps) annually for Strategic Portfolios Core (Full and Simplified) $0+: 0.30% (30 bps) annually for Strategic Portfolios Tax Aware (Full and Simplified) $0+: 0.40% (40 bps) annually for Strategic Portfolios Customized Tax Aware (Full only)
$350/hour for special projects and other investment services
Standard subscription fees: $100/month or $300/quarter for Fundamental Research Commentaries; Premium subscription: $200/month or $600/quarter for first advisor, $50/month or $150/quarter for additional advisors (up to 10); V-Signal Newsletter: $250/month or $750/quarter; V-Signal Model Portfolio: $1,500/quarter; Strategic Model Portfolio: $750/quarter
Minimum fee: $1,000 per year minimum per Account for V-Signal® Portfolios; $500 per year minimum per Account for Strategic Full Core Portfolios; $300 per year minimum per Account for Strategic Simplified Core Portfolios; $20,000 minimum annual fee for Portfolio Management Consulting without implementation; $50,000 minimum annual fee for Consulting with Implementation & Trading Fee-only: Portfolio Management Consulting fees on graduated schedule starting at 5 bps on first $50 million AUM, with minimum $20,000 annual fee; with Implementation & Trading starting at 15 bps on first $50 million AUM, with $50,000 minimum annual fee
Main office location
Genesia Investments LLC
Greer SC, United States
Number of offices
1
Most active in
Genesia Investments LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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